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Are you a mutual fund investor? Learn about how capital gain distributions may impact you and your taxes. Senior Financial Planner, Nathaniel Ritchison, CFP®, AIF® provides an overview of capital gains and potential strategies for mutual fund investors. FREE GUIDE | End of Year Tax Strategies Transcript The pain being felt by investors could get […]
When it comes to your taxes, do you feel overwhelmed? Having the right tools and strategies to limit your tax bill can help reduce that anxiety. In this guide, we’ll help get you informed and share some strategies that can help you with end-of-year tax planning. In this guide, you’ll learn… Important Tax Deadlines Tax Brackets Strategic Tax […]
The vast majority of Americans have not spent the time and resources necessary to ensure a healthy and financially successful retirement – that’s the bad news. The good news is that for most of us, there is still time to update your financial plan and goals to give us all the best chance at a […]
Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow. In this guide […]
What comes to mind when you think of your taxes? Do you feel pain in your stomach? Financial professionals Joe Anderson and Alan Clopine want to empower you to maximize your return by using strategic tax planning. They take a look at the changes in tax law and give you some tools and strategies to […]
The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines 2022 Tax Brackets Strategic Tax Planning Preparing for […]
On your road to retirement have you stayed too focused on just socking money away without considering blind spots that could sabotage your overall financial plan? From unexpected out-of-pocket expenses to untimely market downturns, you can lower the impact of these events by planning for them. Financial professionals Joe Anderson and Alan Clopine highlight the […]
In March 2021, the American Rescue Plan Act became law, providing additional relief for those impacted by COVID-19. The bill gave aid to the economy, public health, state and local governments, individuals, and businesses. In this guide, you’ll learn about… Recovery Rebates Enhancements to the Child Tax Credit Enhancements to the Child and Dependent Care […]
Stimulus checks, CRD’s, and changes in RMD’s – if there is ever a year that you could make mistakes on your taxes, this is it. Last tax year, 747 billion dollars worth of tax deductions were claimed, but many more were missed. Financial professionals Joe Anderson and Alan Clopine want to help you avoid costly […]
Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year so don’t wait! This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end. This checklist includes: […]
Like most everything else in 2020, taxes are a little different this year. It is essential that you understand the short-term and long-term rules and regulations that guide how much you will pay to Uncle Sam. Financial professionals Joe Anderson and Alan Clopine guide you through the ins-and-outs of the changes in the tax acts […]
Taking control of your taxes in retirement can help put more disposable income back in your wallet rather than giving it to the taxman. You can’t control the stock market or how long your job may be available to work, but you can have an impact on how much you pay in taxes. Financial professionals […]
Tired of writing a big check to Uncle Sam? You can help take the sting out of your tax bill by using financial planning tools and strategies. Financial professionals Joe Anderson and Alan Clopine discuss how tax-loss harvesting can help create tax savings. They caution against counting on antiques or rare coins to fund your […]
Social Security strategies if you are married to a younger spouse and have a minor child, affected by the windfall elimination provision, considering divorce for a better benefit, or unsure of the restricted application. And should you spend 401(k) money before taking Social Security? Next, tax strategies for real estate: should you gift property now […]
From your tax bill to your children’s college loans, there are a number of factors that impact how much money you will have in retirement. Your financial bottom line will inevitably impact the type of lifestyle you can afford. Financial professionals Joe Anderson and Alan Clopine answer questions about the impact of the new tax […]
